2024 Board of Directors

John is currently an Associate at Pantheon Wealth Planning. Pantheon Wealth Planning stands by your side through all of life’s events. Pantheon’s purpose is to provide you the knowledge and progressive strategies you need to make informed decisions about your financial future. Through education, open communication, and proactive planning, our approach delivers exceptional, strategic wealth management with a human touch.

Kerry is President of American Mortgage Management (AMP). AMP knows that you, along with your family, friends, and neighbors, all have unique needs when it comes to applying for a home loan. We strive to meet those needs through a wide array of convenient products, investment tools, and various mortgage options.

Fred is a Financial Planning Associate at Landmark Wealth Management. Following 21 years in a previous career at Hewlett-Packard, Fred Harper joined our San Jose office in 2006. In 2016, Fred obtained his Certified Financial Planner (CFP)™ certification. In his latest role as Financial Planning Associate, he focuses on investment strategy & implementation and still continues to help our clients achieve their goals by assisting with financial planning. His hobbies include travel, computers, photography, cars, and barbequing.

Curt is a Pro-Bono Financial Planner and former Chairman of the Board of FPA of California. For more than 45 years, Curt served clients with the best advice on personal financial questions and guided their investments to minimize both risk and taxes while achieving the rate of return needed to achieve their life goals. Now, having achieved a degree of success, grown and sold my firm to my former partner, and semi-retired, I work on giving back through pro bono financial planning.

Kate is a Certified Financial Planner at Raymond James.  She earned the CFP professional certification by meeting strict experience requirements and persistently completing rigorous financial planning courses. Prior to entering the financial services industry, I earned a degree in English literature and women’s studies from the University of California at Davis, and am a member of the UC Davis Alumni Association. She shares her mother’s passion for social causes, and regularly volunteer at Second Harvest Food Bank and support the YWCA of Silicon Valley. Additionally, she enjoys the outdoors, learning new recipes, attending live music and sporting events, and is an avid soccer fan and a lifelong supporter of the San Jose Earthquakes.

Jennipher Lommen, CFP® founded Wildflower Financial in 2017 with the goal of bringing clarity, peace of mind and expert financial guidance to the community of Santa Cruz, CA. The company is a fiduciary, fee-only financial planning firm offering honest, personalized, tax efficient investment advice based in Santa Cruz

Rhonda is the owner of RLS Private Wealth Consulting, Inc.  She is a Wealth Planning Consultant highly skilled in guiding clients with multi-faceted and complex business, family, and estate structures to achieve peace-of-mind with their wealth and estate strategies.

Quyen started out his wealth management career as an intern at Morgan Stanley in 2017 and became a Financial Advisor at the firm in 2018. After one year running a solo practice, he became a member of the Mountain View Group at Morgan Stanley Wealth Management in 2019. Quyen is always a learner of the financial market, closely monitoring new investment trends, and regulation changes to better serve his clients. He is named to Morgan Stanley’s Pacesetter’s Club in 2021 and 2022; a global recognition program for Financial Advisors who have demonstrated the highest professional standards and first class client service. He has earned the Financial Planning Specialist, Qualified Plan Financial Consultant and the Chartered Retirement Plans Specialist™ designation. He serves as a Program Committee Co-Chair of the Financial Planning Association Silicon Valley Chapter. 

Tonia is the owner of Association Management LLC, an association & project management service that focuses on the development and delivery of innovative marketing & management impacts to enhance your business.